Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Roman Ruiz

Minden

Summary

Dynamic Financial Advisor at Invictus Financial Services, skilled in relationship building and investment advice. Successfully developed personalized strategies, enhancing client portfolios and fostering trust. Leveraged analytical thinking to identify market trends, driving process improvements and optimizing wealth management solutions. Committed to delivering exceptional service and achieving client satisfaction.


Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Advisor

Invictus Financial Services
06.2025 - Current
  • Assisted clients in understanding financial products and services available.
  • Conducted market research to identify emerging financial trends and opportunities.
  • Supported financial planning processes by organizing client documents and data.
  • Collaborated with senior advisors to develop personalized investment strategies for clients.
  • Managed scheduling of client meetings, ensuring efficient use of advisor time.
  • Utilized financial software tools to track client portfolios and performance metrics.
  • Attended training sessions to enhance knowledge of investment options and regulations.
  • Provided administrative support in preparing presentations for client consultations.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Cook

Schatt's Bakery
07.2021 - 11.2022
  • Assisted in food preparation, following established recipes and presentation standards.
  • Learned and adhered to safety and sanitation procedures in kitchen environment.
  • Maintained cleanliness of workstations and kitchen equipment, ensuring compliance with health regulations.
  • Supported inventory management by organizing supplies and notifying staff of low stock levels.
  • Collaborated with team members to ensure timely service during peak hours.
  • Observed cooking techniques from experienced chefs to enhance culinary skills and knowledge.
  • Adapted quickly to changing menus and special dietary requests to meet customer needs.

Electroplater

Knowles
06.2019 - 07.2021
  • Operated electroplating equipment to apply metal coatings on various substrates.
  • Monitored plating processes, ensuring adherence to safety and quality standards.
  • Conducted routine maintenance on electroplating machinery for optimal performance.
  • Prepared solutions and chemicals, following precise formulations for effective plating results.
  • Assisted in troubleshooting process issues, implementing corrective actions to enhance efficiency.
  • Collaborated with team members to improve workflow and reduce turnaround times.
  • Documented production data, maintaining accurate records of materials used and finished products.
  • Trained new employees on safety protocols and operational procedures related to electroplating tasks.
  • Optimized plating processes by conducting experiments and analyzing data to implement improvements.
  • Assisted with internal audits to verify compliance with industry regulations as well as adherence to company policies and procedures.
  • Improved electroplating process efficiency by monitoring and adjusting electrical current, temperature, and solution concentrations.

Line Cook

Katie's Country Kitchen
10.2017 - 02.2019
  • Prepared high-quality ingredients for menu items, ensuring consistency and freshness.
  • Operated kitchen equipment efficiently, maintaining safety and sanitation standards.
  • Collaborated with team members to streamline food preparation processes and reduce wait times.
  • Assisted in training new staff on proper cooking techniques and kitchen protocols.
  • Monitored inventory levels, restocking supplies as needed to ensure smooth operations.
  • Implemented portion control measures to maintain quality while minimizing waste.
  • Developed new recipes, contributing to seasonal menu changes based on customer feedback.
  • Coordinated with front-of-house staff to ensure timely service during peak hours.
  • Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction, and repeat business.
  • Collaborated with team members to maintain a clean and safe working environment, adhering to health and safety guidelines.

Inventory Control Specialist

Shipito
03.2016 - 10.2017
  • Monitored inventory levels to ensure accurate stock management and minimize discrepancies.
  • Conducted regular audits of inventory to maintain accuracy and optimize storage solutions.
  • Collaborated with procurement teams to streamline ordering processes and reduce lead times.
  • Implemented effective tracking systems using ERP software for real-time inventory visibility.
  • Trained new staff on inventory control procedures and best practices for efficiency improvements.
  • Analyzed inventory data to identify trends, informing strategic decisions on stock replenishment.

Education

South Tahoe High School
South Lake Tahoe, CA
06-2011

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Critical thinking
  • Retirement planning
  • Attention to detail
  • Financial advising
  • Sales and marketing
  • Risk assessment
  • Process improvement
  • Wealth management

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Suggested actionable improvements to streamline training procedures.
  • Contributed to a consistent customer satisfaction rating through quality and timely service.
  • Resolved product issue through consumer testing.

Certification

  • Licensed Health/Life Insurance Agent - 2022
  • Anti-Money Laundering Training - 2025
  • Anti-Money Laundering Certification of Completion - 2025

Timeline

Financial Advisor

Invictus Financial Services
06.2025 - Current

Cook

Schatt's Bakery
07.2021 - 11.2022

Electroplater

Knowles
06.2019 - 07.2021

Line Cook

Katie's Country Kitchen
10.2017 - 02.2019

Inventory Control Specialist

Shipito
03.2016 - 10.2017

South Tahoe High School

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